How to Build a High-Performing Single-Family Office and Optimize Your Financial and Personal Lives

Successful entrepreneurs are gravitating to family offices as family offices are proving to be the best way for them to optimize their financial and personal lives. More than ever, successful entrepreneurs are choosing to establish a single-family office or avail themselves of the expertise of a multi-family office.



There is no question that family offices can deliver superior results compared to other types of providers from private banks and accounting firms to law firms and wealth managers, so long as the family offices are high-performing.



In this course, you will learn…

• How to ensure your single-family office is focused on what matters to you and future generations
• How to create a sustainable organization that can last generations
• How to most efficaciously select and maximize the value of high-quality professionals and providers
• How to choose and work with a high-performing multi-family office if a single-family office is not right for you



There are six 90-minute online highly interactive sessions.

• Course 1 running from 10/11/22 to 10/27/22 (twice weekly: Tuesdays and Thursdays).
• Course 2: running from 10/12/22 to 11/16/22 (once weekly on Wednesday).